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Disclosery

Barrett Asset Management, LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barrett Asset Management, LLC on GLD, newest first. How the timeline and the estimate are built.

Barrett Asset Management, LLC held 6,685 GLD shares at 2022-03-31 per its 13F-HR filed 2022-05-16.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 6,685 shares
    Change vs previous 13F +250 shares

    0.05% of the 13F portfolio, value $1,207,000.

    13F-HR 0001526411-22-000004 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-12-31
    13F 6,435 shares
    Change vs previous 13F -189 shares

    0.04% of the 13F portfolio, value $1,100,000.

    13F-HR 0001526411-22-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-09-30
    13F 6,624 shares
    Change vs previous 13F -25 shares

    0.05% of the 13F portfolio, value $1,088,000.

    13F-HR 0001526411-21-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-06-30
    13F 6,649 shares
    Change vs previous 13F +1,830 shares

    0.05% of the 13F portfolio, value $1,101,000.

    13F-HR 0001526411-21-000007 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-03-31
    13F 4,819 shares
    Change vs previous 13F +34 shares

    0.04% of the 13F portfolio, value $771,000.

    13F-HR 0001526411-21-000005 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-12-31
    13F/A 4,785 shares
    Change vs previous 13F -1,090 shares

    0.04% of the 13F portfolio, value $853,000.

    13F-HR/A 0001526411-21-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-09-30
    13F 5,875 shares
    Change vs previous 13F +2,315 shares

    0.06% of the 13F portfolio, value $1,041,000.

    13F-HR 0001526411-20-000011 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-06-30
    13F 3,560 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $596,000.

    13F-HR 0001526411-20-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).